Goodnow Investment Group LLC Acquires 26,330 Shares of Visa Inc. $V

Goodnow Investment Group LLC lifted its holdings in shares of Visa Inc. (NYSE:V) by 60.3% during the second quarter, HoldingsChannel reports. The firm owned 69,990 shares of the credit-card processor’s stock after acquiring an additional 26,330 shares during the quarter. Visa comprises 2.5% of Goodnow Investment Group LLC’s holdings, making the stock its 15th largest holding. Goodnow Investment Group LLC’s holdings in Visa were worth $24,013,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. XXEC Inc. lifted its stake in Visa by 153,118.8% in the second quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock valued at $63,904,097,000 after buying an additional 186,138,883 shares in the last quarter. Norges Bank bought a new stake in shares of Visa during the fourth quarter worth $5,877,738,000. Cardano Risk Management B.V. raised its holdings in shares of Visa by 867.6% during the fourth quarter. Cardano Risk Management B.V. now owns 8,213,610 shares of the credit-card processor’s stock worth $2,880,595,000 after acquiring an additional 7,364,762 shares during the period. Diamant Asset Management Inc. raised its holdings in shares of Visa by 29,706.3% during the first quarter. Diamant Asset Management Inc. now owns 7,332,947 shares of the credit-card processor’s stock worth $2,216,310,000 after acquiring an additional 7,308,345 shares during the period. Finally, J. Stern & Co. LLP lifted its position in Visa by 12,497.1% in the 4th quarter. J. Stern & Co. LLP now owns 3,378,039 shares of the credit-card processor’s stock valued at $1,184,712,000 after acquiring an additional 3,351,223 shares in the last quarter. Institutional investors own 82.15% of the company’s stock.

Insiders Place Their Bets

In other news, insider Tullier Kelly Mahon sold 57,272 shares of the company’s stock in a transaction that occurred on Thursday, July 30th. The stock was sold at an average price of $364.97, for a total transaction of $20,902,561.84. Following the sale, the insider owned 49,662 shares in the company, valued at $18,125,140.14. This represents a 53.56% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the stock in a transaction that occurred on Thursday, July 2nd. The shares were sold at an average price of $360.00, for a total value of $729,720.00. Following the completion of the sale, the general counsel directly owned 18,404 shares of the company’s stock, valued at approximately $6,625,440. The trade was a 9.92% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 96,634 shares of company stock valued at $34,537,016 in the last 90 days. 0.12% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of equities analysts have issued reports on V shares. Clear Str upgraded Visa to a “strong-buy” rating in a report on Thursday, July 16th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $430.00 price target on shares of Visa in a report on Wednesday, July 29th. Truist Financial set a $406.00 price objective on Visa and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Oppenheimer reissued an “outperform” rating and issued a $403.00 target price (up from $391.00) on shares of Visa in a research report on Wednesday, April 29th. Finally, Erste Group Bank upgraded Visa from a “hold” rating to a “buy” rating in a research note on Monday, July 27th. Seven research analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the company. According to MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $413.58.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa and Mastercard reached fresh records as aggregate U.S. spending remained healthy, despite consumers becoming more selective and retail companies issuing cautious warnings. Strong payment volumes support Visa’s transaction and fee revenue. Visa and Mastercard shares hit fresh records, underscoring a resilient U.S. consumer
• Positive Sentiment: Visa’s stablecoin settlement pilot reached an annualized run rate of approximately $7 billion after expanding across nine blockchains. The development strengthens Visa’s position in emerging digital-payment infrastructure and could create additional long-term transaction opportunities. Circle CEO Allaire Maps Stablecoins’ Next Act as Global Payment Rails
• Positive Sentiment: President Donald Trump’s financial disclosure showed purchases of Visa shares, adding a headline-level endorsement from a prominent investor and contributing to market interest in the stock. Visa Stock Climbs After Trump Buys Millions in Stock
• Positive Sentiment: Visa’s monitoring program for Hims & Hers Health highlights the network’s ability to enforce dispute controls and collect penalties when merchants generate excessive chargebacks. The episode reinforces Visa’s risk-management role without exposing it to the merchant’s customer-acquisition or regulatory costs. Visa Just Put Hims & Hers in the Penalty Box—Here’s Why It Matters
• Neutral Sentiment: CEO Ryan McInerney is scheduled to speak at the Goldman Sachs Communacopia + Technology Conference on September 8. The presentation could provide updates on spending trends, stablecoins and regulation, but no new financial guidance was announced. Visa to Participate in Upcoming Investor Conference
• Negative Sentiment: McInerney sold 5,875 Visa shares worth approximately $2.16 million, reducing his direct ownership by 27.9%. The sale occurred under a pre-arranged Rule 10b5-1 plan, making it less concerning than discretionary selling, but it may still draw limited attention from investors.

Visa Trading Up 3.0%

Shares of NYSE:V opened at $382.35 on Tuesday. The company’s 50-day moving average price is $354.89 and its two-hundred day moving average price is $329.98. Visa Inc. has a one year low of $293.89 and a one year high of $383.43. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.99 and a quick ratio of 0.99. The stock has a market capitalization of $682.28 billion, a PE ratio of 32.51, a price-to-earnings-growth ratio of 1.99 and a beta of 0.74.

Visa (NYSE:V) last announced its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, beating the consensus estimate of $3.23 by $0.09. Visa had a return on equity of 67.68% and a net margin of 50.78%.The company had revenue of $11.63 billion during the quarter, compared to analysts’ expectations of $11.40 billion. During the same quarter last year, the company earned $2.98 EPS. Visa’s revenue for the quarter was up 14.4% compared to the same quarter last year. On average, equities analysts forecast that Visa Inc. will post 13.16 EPS for the current fiscal year.

Visa announced that its Board of Directors has initiated a share buyback plan on Tuesday, April 28th that permits the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization permits the credit-card processor to purchase up to 3.6% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s board believes its shares are undervalued.

Visa Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th will be given a dividend of $0.67 per share. The ex-dividend date of this dividend is Tuesday, August 11th. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. Visa’s payout ratio is 22.79%.

Visa Company Profile

Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.

Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.